Enrollment Year Portfolios

Do you prefer a more hands-off approach to investing? With Enrollment Year Portfolios, your child’s savings will automatically rebalance its mix of stocks, bonds, and cash based on your child’s expected year of enrollment – more aggressive when they’re younger, then more conservative later on.

Enrollment Year Portfolios allow flexibility for students who wish to use their savings for K-12 tuition, graduate school, or even an apprenticeship. Investors can select more than one Enrollment Year Portfolio within the same account for the same student.

 

enrollment-year-portfolios

You should consider your investment time horizon and tolerance for risk before you select your investment options. Please see the Plan Disclosure and Participation Agreement for further information on the investment options.